VWM
OS

Venturi Wealth Management’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Venturi Wealth Management’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-89
Closed -$2.54K – 1907
2024
Q4 		$2.54K Hold
89
– – ﹤0.01% 1821
2024
Q3 		$3.02K Buy
+89
New +$3.02K ﹤0.01% 1595